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Don’t Begin with the Dead End in Mind - 2/17/26


Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you Read more

Explain without Over Explaining - 2/10/26


The customer has a question, and we have an answer.  They need to learn something, and we’re in the position to be the educator.  There’s a process they have to go through, and we need them to understand. We know so much, and we could impart so much, but sometimes Read more

Look for a Stop Sign - 2/3/26


As a customer service professional, what you say matters.  The information you’re providing is useful.  The direction you’re giving the other person is helpful.  But... As you’re speaking, you also need to be reading.  Reading the other person.  Watching the customer, determining whether and how they’re receiving what you’re sharing.  Read more

When They Want the Supervisor - 1/27/26


Maybe you did your best with the customer, or maybe the customer didn’t even give you a chance.  They want to talk to your supervisor.  They see you, notice your title does not have “supervisor” or “manager” or “director” or “President and CEO” in it, so they want to Read more

Identify Your Point of Empathy - 1/20/26


I was watching a webinar recently on empathy.  The speaker mentioned that empathy - to a large extent - is something that you are born with.  It’s something that’s very difficult to learn.  And while I agree that some people are predisposed to being empathetic and understanding of others Read more

Pressure is a Privilege, but... - 1/13/26


When athletes are asked about the pressure of a playoff match or a late-game situation, many times they will say that “pressure is a privilege.”  In other words, usually pressure exists because you’re in a match that matters most.  It exists because you are a player put in a Read more

While I’ve Got You on the Phone… - 1/6/26


I’m a big planner.  Whether it’s strategic planning or planning out the year or planning my week first thing on a Monday morning, I like to plan.  I do this because it gets all of my action items documented and ensures that I have some understanding of what I Read more

Pass the Quick Impression Test - 12/30/25


Some studies have shown that people create an impression of you in less than a second when they first meet you face-to-face.  Other studies have shown that that initial impression can take up to 7 seconds.  Regardless, first impressions are quick.  First impressions are not always the lasting impression, Read more

2025 Holiday Poem - 12/23/25


We hear the word change And that change can be good, But we like things to stay same, And sometimes they should.   The weather can be wet And then dry as a bone. We know things will change, Even if all left alone.   Our customers change. Our co-workers do, too. It seems like our resources Are often too few.   The technology Read more

Make the Long Wait Feel Shorter - 12/16/25


When Greg entered the Tax Office, he was thinking only about two things: (1) How he was going to get the tax value on his home reduced, and (2) Whether the wait would be 1 hour or 2.  He checked in with the navigator who asked a few questions, Read more

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Play Ball with Your Customers – 9/4/18

Posted on September 4, 2018 in Customer Service Tip of the Week Please leave a comment


We typically conduct 35-40 surveys a year for the sports industry. And while you may work in a different industry, there are lessons to be learned by the types of research that sports organizations seek and why they seek that information.

First, we design and deliver many pre-event surveys. This is especially important when you’re trying to understand who is going to be attending the event, and which of those are first-time customers. Think about your own business. How much would you benefit from knowing your customers’ expectations before they ever walked in the door? How much more tailored could your information be if you knew what was of greatest interest to them? How much more effective could you be in creating a comfortable experience if you understood what their awareness level was of your operations, facilities, products, and services? How much easier would it be to get a return visit if you understood the reason they chose your organization or your event in the first place? Think about learning from your customer before they ever walk in the door.

Second, we do a lot of surveys based on the experience itself. These are almost immediate surveys that enable us to understand exactly how the different steps in the customer journey were perceived by the customer. You can immediately learn the customer’s likes and dislikes. You can strategically think about what aspects of the customer journey need to be improved and why. You get raw, real information about those aspects of the experience that can make or break the customer’s relationship with you.

Third, we provide post-event research with clients, and this not only includes some input we’re seeking on the experience itself, but it also includes gauging their interests, their priorities, their retention drivers, their willingness to return, and their interest in additional products and services. Too many organizations view existing customers the same way they view prospects. But if you view your customer as a unique individual that you need to develop a relationship with, then you realize that you need to know a lot about them – why they would stay with you or go to a competitor. Identify what you need to know about your customer to create a great relationship with your customer.

A fourth common research approach we use is Exit Interviews. This is when we go to clients that have not renewed or have cancelled their tickets or ended their relationship with the organization. The primary purposes of this research are twofold: First, we are trying to understand why they left so that we can look at fans of a similar profile and develop strategies to better retain those who we still do have. Second, we are looking for opportunities to win back these fans by truly understanding their retention drivers and their willingness to give us a second chance.

Although these are only 4 different research vehicles within the sports industry, they’ll give you a feel for the core approach we use with many of our clients. Think about your individual customers and the impact they have on your company as a whole. Devise a research strategy that will help you learn from them throughout their customer journey and even after they’ve left so that you can best keep and grow with your customers.

Learn how to play ball with your customers.

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It’s Their First Time – 7/17/18

Posted on July 17, 2018 in Customer Service Tip of the Week Please leave a comment


You’ve provided this service to hundreds of customers. You’ve dealt with this issue 50 times. You sold this product or held this meeting or done this paperwork or worked through this process so many times you can do it in your sleep. For the customer, however, it’s their first time.

It could literally be their first time buying this product or asking this question or having this issue. Maybe they’ve run into it once or twice before in their lives; regardless, it’s a good mindset for all of us service providers to have that we need to treat the situation like it’s their first time. If this was a brand new customer walking in the door, how would you want to handle this situation differently?

  • You may want to be more patient, because they may have lots of questions.
  • You may need to introduce yourself and tell a little bit about the company, because this may be their first exposure to you or your organization.
  • You may want to start from the beginning about how things work, not making assumptions about what they may already know.
  • You may want to welcome them and be appreciative for their making the decision to invest their time and money in your organization, so they feel like their business is valued.
  • You may be more likely to want to give them handouts or show them specific pages on a website, because they are probably receiving so much information they can’t remember everything only given to them verbally.
  • You may want to confirm they understand what you’re saying, what expectations you’re setting, what it is that you are to do versus they are to do.
  • You might explain what’s going to happen next in the process, because they’ve never experienced your process before today.

 

When you view your encounters through the lens of a new customer – one who is there for the first time – many ideas can pop to mind about how you might handle that situation differently to make sure they are as comfortable and confident as possible with you and your organization.

Do this exercise on your own or include co-workers. Ask “What would we do differently if we knew this was the customer’s first time?” Then start to build your standards for engaging customers, the information you provide and how you provide it, and the time you allocate to customer engagement around what would create the best experience possible for everyone.

View your customer encounters like it’s their first time.

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Listen Up! – 5/29/18

Posted on May 29, 2018 in Customer Service Tip of the Week Please leave a comment


When I was growing up, I would hear the phrase Listen Up frequently. It was usually being stated by adults who wanted to get the attention of a group of kids. It was usually stated loudly. It usually worked. At least for a minute or 2.

As an adult in the working world, I now find myself in customer service situations or advising clients on how to create a great customer experience. And while the phrase Listen Up has not lost its importance, it means something different today. Today, in business it relates to what employees should do with co-workers and customers. It suggests that in order for us to really solve a problem or address a need or resolve an issue, we have to be experts at listening.

So, what do experts at listening do most effectively?

They watch to observe and interpret the body language as much as they do the words. I was in a meeting recently where we were discussing certain individuals in the organization, and we were trying to uncover how they felt about a situation; it turns out that most of our conclusions were being driven by the body language they conveyed in meetings when the topics were discussed.

Experts at listening are experts at asking questions. They start with open-ended questions to let the other person share their issue, need, goal, their story or perspective. Then the listener drills down to specifics with close-ended questions to refine their understanding of the situation and the impact of potential solutions.

Listening experts let the other person talk. It seems obvious to say, but how can you listen if you’re doing all the talking? People who are great at listening let the other person talk 70-80% of the time – hearing the other’s perspective and guiding the conversation with those questions asked.

Great listeners are great at paraphrasing. They’ve listened so well that they can pause the conversation and – in their own words – explain the situation, the steps, the goals, and the desires conveyed by the other person. They can translate the body language, tone, the words and emotions of another.

Keep in mind that great listeners are often considered to be great conversationalists because the discussion flows, and the other person gets to share, feels comfortable doing so, and is speaking with someone who has an empathetic ear.

The art of listening is key to great conversations and great customer service.

Listen Up!

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